TDTF vs. JPLD
Compare and contrast key facts about FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD).
TDTF and JPLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TDTF is a passively managed fund by Northern Trust that tracks the performance of the iBoxx 5-Year Target Duration TIPS. It was launched on Sep 19, 2011. JPLD is an actively managed fund by JPMorgan. It was launched on Feb 2, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TDTF or JPLD.
Correlation
The correlation between TDTF and JPLD is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TDTF vs. JPLD - Performance Comparison
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Key characteristics
TDTF:
1.61
JPLD:
3.47
TDTF:
2.36
JPLD:
5.21
TDTF:
1.30
JPLD:
1.73
TDTF:
0.97
JPLD:
5.60
TDTF:
4.91
JPLD:
24.61
TDTF:
1.44%
JPLD:
0.27%
TDTF:
4.29%
JPLD:
1.94%
TDTF:
-12.02%
JPLD:
-1.17%
TDTF:
-0.89%
JPLD:
-0.17%
Returns By Period
In the year-to-date period, TDTF achieves a 4.13% return, which is significantly higher than JPLD's 1.86% return.
TDTF
4.13%
1.51%
3.09%
7.01%
2.42%
2.68%
JPLD
1.86%
1.09%
2.55%
6.51%
N/A
N/A
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TDTF vs. JPLD - Expense Ratio Comparison
TDTF has a 0.18% expense ratio, which is lower than JPLD's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
TDTF vs. JPLD — Risk-Adjusted Performance Rank
TDTF
JPLD
TDTF vs. JPLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
TDTF vs. JPLD - Dividend Comparison
TDTF's dividend yield for the trailing twelve months is around 4.20%, less than JPLD's 4.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund | 4.20% | 3.98% | 3.97% | 7.60% | 4.55% | 1.13% | 1.80% | 2.60% | 2.20% | 1.51% | 0.21% | 1.23% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 4.40% | 4.47% | 1.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TDTF vs. JPLD - Drawdown Comparison
The maximum TDTF drawdown since its inception was -12.02%, which is greater than JPLD's maximum drawdown of -1.17%. Use the drawdown chart below to compare losses from any high point for TDTF and JPLD. For additional features, visit the drawdowns tool.
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Volatility
TDTF vs. JPLD - Volatility Comparison
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) has a higher volatility of 1.75% compared to J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) at 0.90%. This indicates that TDTF's price experiences larger fluctuations and is considered to be riskier than JPLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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